Financial Decisions, Inc.

EST. AUM
$58,679,670

CONTACTS
1

CLIENT ACCOUNTS
394

Firm Details

Metro area Little Rock
CRD Number 117639
Website fdiinc.cc
Client types

Overview

Financial Decisions (operating via Advisory Alpha, LLC) is a fee only, fiduciary Registered Investment Advisor headquartered in Little Rock, Arkansas. Their platform delivers transparent, hourly based financial planning and low cost, optimized portfolio management with no minimum account size. Serving “everyday” and middle income investors, they emphasize comprehensive coordination of clients’ financial lives through a structured planning framework known as the PLAN Success Cycle, along with proprietary tools like Wealth CheckPoints, Quadrant Plan, and Portfolio Pillars to guide goal based decision making.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Financial Decisions, Inc.

Platform Details

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Address

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